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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,511 | $86,298+60.5% | $111,308+24.4% | $85,847+61.3% |
| Participation rate | 40.0% | 73.3%-33.3pp | 77.3%-37.3pp | 69.3%-29.3pp |
| Annual return | 12.10% | 19.99%-7.9pp | 54.67%-42.6pp | 318.61%-306.5pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,137 | $3,641-68.8% | $4,487-74.7% | $3,952-71.2% |
| Admin fee / account holder | $3,019 | $8,189-63.1% | $7,965-62.1% | $6,261-51.8% |